Create Housecall Pro customers from new Surefire Local Platform leads
Effortlessly manage your leads by connecting Surefire Local Platform to Housecall Pro with this streamlined automation. Whenever you receive a new lead in Surefire Local Platform, this workflow will create a customer in Housecall Pro, making it easier to keep track of your clients and maintain communication. Stay organized and never miss an opportunity to grow your business with this seamless integration.
Effortlessly manage your leads by connecting Surefire Local Platform to Housecall Pro with this streamlined automation. Whenever you receive a new lead in Surefire Local Platform, this workflow will create a customer in Housecall Pro, making it easier to keep track of your clients and maintain communication. Stay organized and never miss an opportunity to grow your business with this seamless integration.
- When this happens...New Lead Received
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
New Lead Received
Triggers when a new lead is created.
Try ItNew Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
Client
First Name
Last Name
Email
Phone
Address
Address2
Address3
City
State
Country
Zip
Notes
New Scheduled Job
Triggers when a job is scheduled.
Try It